Credit Portfolio Manager, Truist Wealth Management

Truist Financial Corp Tampa , FL 33602

Posted 2 months ago

Job Description: :

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Credit Portfolio Manager is a key member of the Truist Wealth Management team, partnering directly with the Structured Lending Advisor and/or Wealth Advisor to recommend credit strategies and customized solutions to meet the complex needs of high net worth/ultra-high net worth clientele and prospects located nationwide. The Credit Portfolio Manager will primarily be responsible for underwriting new loan transactions with an average transaction size of $35 million, modifications or renewals to existing transactions and loan portfolio monitoring for clients of the Truist Wealth Management line of business. Typical transactions include complex client entity structures and commercial lending products (liquid secured, commercial real estate, yacht, aircraft, fine art, hedge funds and unsecured lending).

Responsibilities include:

  • Prepares loan recommendations for approval, including analyzing financial performance and other required due diligence

  • Negotiates legal documents; involved in the closing process for portfolio loan transactions

  • Coordinates credit and loan portfolio administration activities such as completion of annual reviews, management of covenant compliance and ongoing collateral monitoring.

  • Monitors loan portfolio risk and other credit process metrics

Minimum Requirements

  • 10 plus years of lending experience

  • Undergraduate Degree (or equivalent experience) with strong commercial or private lending credit knowledge

  • Successfully completed a formal commercial credit training program or its equivalent

  • Has very strong knowledge of the credit underwriting process

  • Very strong advisory credit knowledge

  • Solid knowledge of all Private Wealth Management products and services

  • Solid sales skills and excellent client service skills.

  • Demonstrated ability to meet aggressive deadlines per client demands and ability to change work schedule to accommodate competing priorities

  • Flexible; readily adapts to change and new products, systems or methods

  • Strong computer skills and written and oral communications skills.

Preferred Requirements

  • Familiar with complex client entity structures and commercial lending products (liquid secured, commercial real estate, yacht, aircraft, fine art, hedge funds and unsecured lending)

  • Can analyze business financial statements and identify risks and mitigants

  • Has market knowledge of loan pricing and structural trends to match client needs

  • Graduate degree in Accounting, Finance or Management

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.


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Credit Portfolio Manager, Truist Wealth Management

Truist Financial Corp